Using the Simple People & Teams template to make changes in Teamgage

Using the Simple People & Teams Template to Make Bulk Changes In Teamgage

You will need to have an Admin profile to access this section of Teamgage. If you can't see that section, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com).

To keep the People Data & Teams structure current you'll need to make changes in Teamgage. This may be because people have moved teams, you have new employees, or you've completed a restructure. If you're adding (or removing) a few team members at a time or simply updating details (Eg. a new email address), you want to check-out  User Management in Teamgage .

However, if you're making larger changes to your structure or "batch" changes (Eg. you upload changes once a month) the simple export is the way to go.

An overview of the process:
  1. Download team structure & people data from Teamgage (this will download a simple spreadsheet)
  2. Make changes in that downloaded spreadsheet
  3. Upload the updated/changed spreadsheet using the Secure File Upload
  4. Teamgage will validate your changes with the Import Preview
  5. Teamgage will publish the changes

1. How to download your Simple Export 

You'll access the Simple Export from Users section of Teamgage. This is your first step and will give you a spreadsheet that outlines all the existing Teams and Users in Teamgage. If you can't see the User section in Teamgage, you may not have the right level of access. 
  1. Select Users from the left hand side navigation and   
  2. Tap Export 
  3. Waiting for the export process to run (this depends on the size of your organisation)
  4. Open the file


2. Making changes using the Simple Export file

If you are making significant changes to your team structure & people data in Teamgage (Eg. after a whole organisation restructure), you can always contact our Support Team ( support@teamgage.com) so we can guide you through the best approach.

Adding a new user

1. Open the Users tab of the spreadsheet
2. Add a new row
3. Add in the new user's first name, surname, email & the team they're a member of*
4. Save the spreadsheet

*As a shortcut simply copy & paste of the TeamName from an existing user. It's really important the TeamName (and hierarchy of that team) is exactly the same as the others in that team.
Removing a user
1. Open the Users tab of the spreadsheet
2. Delete user row (or simple clear all contents of that row)
3. Save the spreadsheet

Edit a user's details
1. Open the Users tab of the spreadsheet
2. Find the user you want to update/edit
3. Make the change (Eg. Update the spelling of their surname)
4. Save the spreadsheet

Adding a new team
1. Open the Teams tab of the spreadsheet
2.  Add a new row
3. Add in the new Team's name, the hierarchy of that team**, and the email address for the Leader(s) that should have access to Dashboard Results for that team
4. Save the spreadsheet

**The position of the Team in your  hierarchy  is a really important step & must be exact. Copy and paste the TeamName from a Team in similar position in the  hierarchy , and then make name changes from there - rather than creating the line in full yourself.
Removing a team
1. Open the Teams tab of the spreadsheet
2. Delete team row (or simple clear all contents of that row)***
3. Save the spreadsheet

***It is really important you move all of Team members into a new team, before  you delete the team.

3. How to upload the file?

Once you've added your people & team hierarchy data into the template, simply upload it in the Teamgage Portal. We take data privacy & security very seriously - we'll never share this data over email. Learn how to securely upload data in Portal here.

4. How to complete the setup process?

If needed our team will run your data through our data converter so it is ready to import. Next we will run an import preview for you to check the team structure and team memberships are correct. Learn about the Import Preview here.
  1. Understanding the Simple People & Teams Template
  2. Uploading Your People & Teams Data File In Teamgage




    • Related Articles

    • Understanding the People Data & Team Hierarchy Template

      You'll find a copy of the template attached to this article. Important notes The template has example data, make sure you delete this before adding in your own. Don't change the column titles. You can save the file name as anything you want. Every ...

    • Updating your People Data & Team Hierarchy

      Over time, you'll need to make changes to the people data & team hierarchy in Teamgage. This happens if your team hierarchy changes and as people join your organisation, leave your organisation, or simply move teams. You can make those changes with: ...

    • Understanding the Simple People & Teams Template

      Your Simple Export, is a spreadsheet file made of two tabs: Teams: All of your teams in the Teamgage (Eg. a group that has a Results Dashboard in Teamgage) Users: All of your users in Teamgage (this include Team members that submit, team leaders, and ...

    • Importing your People Data & Team Hierarchy During Implementation

      During onboarding, our team will guide you through the initial setup of your team structure in Teamgage. We'll create your organisational hierarchy and the teams that make up each level/department/group. Whether you're 50 people or 5000 people we'll ...

    • Uploading Your People & Teams Data File In Teamgage

      At Teamgage, we take the responsibility of our customers' data seriously. This means no people data is ever shared over email. Instead we provide a simple File Upload in the Teamgage portal. This is a secure environment, providing encryption of your ...